The changing landscape of the Malaysian telecom market has over time witnessed the restructuring of all the main players. The government has been a strong supporter of the rationalisation of what had been seen as an overcrowded' operator market at times, this concern referring specifically to the mobile segment. A particularly significant merger between Telekom and Celcom took place early on, creating a lot of interest. At the same time, but with less fanfare, Maxis acquired Time dotCom's mobile unit. These changes resulted in the number of mobile operators being effectively reduced from five to three. The allocation of 3G mobile licences has also been controversial with one of the operators initially missing out then picking up a licence in a surprising fashion. More recently incumbent Telekom Malaysia, as part of a major restructure, decoupled' its mobile and fixed-line businesses in a move that saw Celcom and its mobile operations become part of Telekom Malaysia International (TMI) which in turn became Axiata. Axiata has been building an influential regional presence in the mobile segment.
Coming into 2012, with three major mobile operators Maxis, Celcom and DiGi - and one dominant fixed operator Telekom Malaysia, the market generally offered a competitive environment. The 3G licences provided a boost to the market and also saw the arrival of another (fourth) player, U Mobile, after it was surprisingly awarded a 3G licence. The mobile operators were locked in close combat: Maxis Communications had a mobile subscriber base of over 14 million, with Celcom in second place with almost 13 million, while DiGi was number three with around 10 million subscribers. New player U Mobile had over 2 million. This report looks at the significant telecom operators across the Malaysian market.
DiGi's subscriber base has been growing strongly, with the operator steadily increasing market share; Axiata's total regional subscriber numbers had reached 230 million by mid-2013; Telekom Malaysia's HSBB network build out was ahead of schedule and subscriber growth has been good; Mobile market leader Maxis was losing market share, although changing its method of counting subscribers may have contributed to this; By the start of 2014 Maxis had lost its lea position to Celcom.
Companies covered in this report include:
Telekom Malaysia; Celcom; Maxis Communications; Time dotcom; Axiata; U Mobile; U Telecom; DiGi; TM Touch; TM Cellular; TRI Celcom; Keretapi Tanah Melayu Berhad (KTMB); TMNet